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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,081 | $53,412-58.7% | $68,509-67.8% | $52,331-57.8% |
| Participation rate | 60.0% | 71.7%-11.7pp | 74.7%-14.7pp | 68.1%-8.1pp |
| Annual return | 3.54% | 3.42%+0.1pp | 8.27%-4.7pp | 4.54%-1.0pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,240 | $2,688-16.6% | $3,382-33.8% | $3,022-25.9% |
| Admin fee / account holder | $1,638 | $461+255.4% | $5,275-68.9% | $592+176.9% |